Ground Swell Capital’s Apple AAPL Stock Holding History

Ground Swell Capital’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,010	Closed	-$1.53M	–	146
2026 Q1	$1.53M	Buy	6,010 +4,903	+443%	+$1.28M	3.01%	5
2025 Q4	$301K	Buy	+1,107	New	+$297K	0.62%	22
2025 Q1	–	Sell	-2,394	Closed	-$600K	–	156
2024 Q4	$600K	Sell	2,394 -6,085	-72%	-$1.43M	0.9%	21
2024 Q3	$1.98M	Buy	8,479 +5,316	+168%	+$1.19M	1.74%	8
2024 Q2	$666K	Buy	+3,163	New	+$590K	0.52%	20
2024 Q1	–	Sell	-2,023	Closed	-$389K	–	74
2023 Q4	$389K	Buy	+2,023	New	+$374K	1.43%	16
2023 Q3	–	Sell	-49,058	Closed	-$9.52M	–	77
2023 Q2	$9.52M	Buy	+49,058	New	+$8.55M	22.92%	2
2022 Q4	–	Sell	-11,080	Closed	-$1.53M	–	78
2022 Q3	$1.53M	Buy	+11,080	New	+$1.74M	4.36%	2
2022 Q2	–	Sell	-124,388	Closed	-$21.7M	–	140
2022 Q1	$21.7M	Buy	+124,388	New	+$20.9M	55.83%	1
2021 Q4	–	Sell	-19,472	Closed	-$2.75M	–	69
2021 Q3	$2.75M	Buy	19,472 +12,378	+174%	+$1.82M	11.87%	2
2021 Q2	$972K	Buy	7,094 +5,413	+322%	+$701K	4.62%	3
2021 Q1	$205K	Sell	1,681 -6,365	-79%	-$817K	0.66%	65
2020 Q4	$1.07M	Buy	+8,046	New	+$968K	4.09%	4
2014 Q3	$2.21M	Buy	+87,600	New	+$2.15M	4.17%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ground Swell Capital's AAPL Position: Q2 2026 in Review

Ground Swell Capital sold out of Apple (AAPL) in Q2 2026, closing a stake of 6,010 shares — an estimated $1.53M sold.

Ground Swell Capital first reported a position in AAPL in Q3 2014 and held it in 14 quarters. The position peaked at $21.7M in Q1 2022. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Ground Swell Capital reported no remaining Apple position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 6,010 Apple shares in Q2 2026, an estimated $1.53M.
Ground Swell Capital first reported a position in Apple in Q3 2014 and held it in 14 quarters.
Ground Swell Capital's Apple position peaked at $21.7M in Q1 2022.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.